LTFS

Ladenburg Thalmann Financial Services Portfolio holdings

AUM $15.9B
1-Year Est. Return 25.17%
This Quarter Est. Return
1 Year Est. Return
+25.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.52B
AUM Growth
+$850M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,641
New
Increased
Reduced
Closed

Top Buys

1 +$62.1M
2 +$42.2M
3 +$36.4M
4
AAPL icon
Apple
AAPL
+$29.8M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$29M

Top Sells

1 +$48.9M
2 +$48.7M
3 +$40.5M
4
FIDU icon
Fidelity MSCI Industrials Index ETF
FIDU
+$26.9M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$25.4M

Sector Composition

1 Financials 5.33%
2 Technology 5.3%
3 Industrials 5.11%
4 Consumer Staples 4.67%
5 Healthcare 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3701
$6K ﹤0.01%
87
+17
3702
$6K ﹤0.01%
251
+150
3703
$6K ﹤0.01%
+400
3704
$6K ﹤0.01%
77
3705
$6K ﹤0.01%
112
+68
3706
$6K ﹤0.01%
3,331
+331
3707
$6K ﹤0.01%
2,998
+402
3708
$6K ﹤0.01%
358
3709
$5K ﹤0.01%
200
3710
$5K ﹤0.01%
1,000
3711
$5K ﹤0.01%
+505
3712
$5K ﹤0.01%
87
3713
$5K ﹤0.01%
4
3714
$5K ﹤0.01%
700
3715
$5K ﹤0.01%
232
+25
3716
$5K ﹤0.01%
595
3717
$5K ﹤0.01%
180
3718
$5K ﹤0.01%
400
+200
3719
$5K ﹤0.01%
+750
3720
$5K ﹤0.01%
168
+130
3721
$5K ﹤0.01%
+63
3722
$5K ﹤0.01%
+1,100
3723
$5K ﹤0.01%
150
-238
3724
$5K ﹤0.01%
+208
3725
$5K ﹤0.01%
475
+8